AE Wealth Management’s Hanover Insurance THG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,825
| Closed | -$273K | – | 1837 |
|
|
2022
Q1 | $273K | Buy |
1,825
+1
| +0.1% | +$150 | ﹤0.01% | 1452 |
|
|
2021
Q4 | $239K | Sell |
1,824
-1
| -0.1% | -$131 | ﹤0.01% | 1533 |
|
|
2021
Q3 | $237K | Buy |
1,825
+267
| +17% | +$34.7K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $211K | Sell |
1,558
-706
| -31% | -$95.6K | ﹤0.01% | 1482 |
|
|
2021
Q1 | $293K | Buy |
+2,264
| New | +$293K | ﹤0.01% | 1257 |
|
|
2020
Q4 | – | Sell |
-2,261
| Closed | -$211K | – | 1408 |
|
|
2020
Q3 | $211K | Sell |
2,261
-360
| -14% | -$33.6K | ﹤0.01% | 1162 |
|
|
2020
Q2 | $266K | Buy |
2,621
+360
| +16% | +$36.5K | ﹤0.01% | 1061 |
|
|
2020
Q1 | $205K | Buy |
2,261
+646
| +40% | +$58.6K | ﹤0.01% | 998 |
|
|
2019
Q4 | $221K | Sell |
1,615
-424
| -21% | -$58K | ﹤0.01% | 1031 |
|
|
2019
Q3 | $276K | Hold |
2,039
| – | – | 0.01% | 818 |
|
|
2019
Q2 | $262K | Buy |
+2,039
| New | +$262K | 0.01% | 802 |
|